RDVY vs IYW
Comparison between FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY, ETF) and ISHARES U.S. TECHNOLOGY ETF (IYW, ETF).
5-Year PerformanceIYW has outperformed RDVY, delivering a return of +22.7% compared to +11.5%
RDVY vs IYW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
RDVY
$22B
IYW
$22B
Expense Ratio
RDVY
0.47%
Winner
IYW
0.38%
Max Drawdown
Winner
RDVY
40.60%
IYW
81.90%
Sharpe Ratio
RDVY
1.50
Winner
IYW
2.24
5Y Beta
Winner
RDVY
0.93
IYW
1.42
P/E Ratio
Winner
RDVY
18.98
IYW
39.71
Forward P/E
Winner
RDVY
17.05
IYW
24.61
PEG Ratio
RDVY
0.40
IYW
N/A
5Y Dividends CAGR
Winner
RDVY
5.57%
IYW
-6.12%
5Y EPS CAGR
RDVY
22.80%
Winner
IYW
38.34%
Debt to Equity
RDVY
25.72%
Winner
IYW
2.61%
P/S Ratio
Winner
RDVY
2.69
IYW
7.57
P/B Ratio
Winner
RDVY
3.69
IYW
10.31
RDVY vs IYW - Holdings Comparison
RDVY and IYW have 15 common holdings. Overlap is 17.99%
RDVY's top 25 holdings weight is 56.26%. IYW's top 25 holdings weight is 83.34%.
| Rank | RDVY | IYW |
|---|---|---|
| #1 | LAM RESEARCH CORP (LRCX) - 3.63% | NVIDIA CORP (NVDA) - 17.59% |
| #2 | APPLIED MATERIALS INC (AMAT) - 3.22% | APPLE INC (AAPL) - 13.43% |
| #3 | KLA CORP (KLAC) - 3.17% | ALPHABET INC CLASS A (GOOGL) - 7.13% |
| #4 | GE VERNOVA INC (GEV) - 3.16% | ALPHABET INC CLASS C (GOOG) - 5.77% |
| #5 | ALPHABET INC CLASS A (GOOGL) - 2.60% | MICROSOFT CORP (MSFT) - 4.15% |
| #6 | BAKER HUGHES CO CLASS A (BKR) - 2.52% | BROADCOM INC (AVGO) - 3.78% |
| #7 | MUELLER INDUSTRIES INC (MLI) - 2.46% | ADVANCED MICRO DEVICES INC (AMD) - 3.30% |
| #8 | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.46% | META PLATFORMS INC CLASS A (META) - 3.11% |
| #9 | ROSS STORES INC (ROST) - 2.45% | MICRON TECHNOLOGY INC (MU) - 3.02% |
| #10 | NVIDIA CORP (NVDA) - 2.32% | INTEL CORP (INTC) - 2.30% |
| #11 | BANK OF NEW YORK MELLON CORP (BK) - 2.26% | LAM RESEARCH CORP (LRCX) - 1.99% |
| #12 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.02% | APPLIED MATERIALS INC (AMAT) - 1.97% |
| #13 | SNAP-ON INC (SNA) - 1.98% | n/a (PLTR) - 1.91% |
| #14 | CHUBB LTD (CB) - 1.97% | ORACLE CORP (ORCL) - 1.78% |
| #15 | THE TRAVELERS COMPANIES INC (TRV) - 1.94% | KLA CORP (KLAC) - 1.53% |
| #16 | JPMORGAN CHASE & CO (JPM) - 1.90% | TEXAS INSTRUMENTS INC (TXN) - 1.50% |
| #17 | ALLSTATE CORP (ALL) - 1.85% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 1.30% |
| #18 | THE HARTFORD INSURANCE GROUP INC (HIG) - 1.84% | ANALOG DEVICES INC (ADI) - 1.18% |
| #19 | WILLIAMS-SONOMA INC (WSM) - 1.83% | AMPHENOL CORP CLASS A (APH) - 1.11% |
| #20 | PULTEGROUP INC (PHM) - 1.83% | SALESFORCE INC (CRM) - 1.01% |
| #21 | STATE STREET CORP (STT) - 1.82% | QUALCOMM INC (QCOM) - 0.98% |
| #22 | META PLATFORMS INC CLASS A (META) - 1.80% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.94% |
| #23 | GE AEROSPACE (GE) - 1.80% | PALO ALTO NETWORKS INC (PANW) - 0.90% |
| #24 | AMERICAN EXPRESS CO (AXP) - 1.75% | WESTERN DIGITAL CORP (WDC) - 0.84% |
| #25 | MICROSOFT CORP (MSFT) - 1.68% | MARVELL TECHNOLOGY INC (MRVL) - 0.82% |
| Total Holdings | 75 | 143 |
RDVY vs IYW - Historical Returns
Returns include dividend reinvestment.
1M
RDVY
+1.38%
Winner
IYW
+19.77%
3M
RDVY
+4.10%
Winner
IYW
+24.30%
6M
RDVY
+9.16%
Winner
IYW
+16.70%
1Y
RDVY
+23.29%
Winner
IYW
+52.92%
5Y(CAGR)
RDVY
+11.47%
Winner
IYW
+22.67%
10Y(CAGR)
RDVY
+15.81%
Winner
IYW
+25.68%
Max(CAGR)
Winner
RDVY
+13.10%
IYW
+9.27%
RDVY vs IYW - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | RDVY | IYW |
|---|---|---|
| 2026 | +5.87% | +18.64% |
| 2025 | +19.20% | +25.36% |
| 2024 | +16.09% | +33.77% |
| 2023 | +20.81% | +66.65% |
| 2022 | -13.98% | -35.16% |
| 2021 | +33.30% | +37.48% |
| 2020 | +12.49% | +44.47% |
| 2019 | +37.39% | +46.32% |
| 2018 | -10.30% | -2.40% |
| 2017 | +21.69% | +35.59% |
| 2016 | +22.80% | +15.48% |
| 2015 | -3.01% | +4.03% |
| 2014 | +10.58% | +20.70% |
| 2013 | N/A | +22.71% |
| 2012 | N/A | +9.98% |
| 2011 | N/A | -1.28% |
| 2010 | N/A | +10.59% |
| 2009 | N/A | +57.56% |
| 2008 | N/A | -42.02% |
| 2007 | N/A | +14.50% |
| 2006 | N/A | +7.37% |
| 2005 | N/A | +3.73% |
| 2004 | N/A | +0.96% |
| 2003 | N/A | +43.69% |
| 2002 | N/A | -40.37% |
| 2001 | N/A | -22.34% |
| 2000 | N/A | -32.09% |
RDVY vs IYW Drawdown Comparison
The maximum drawdown for RDVY was -40.60%, occurring on Mar 23, 2020. Recovery took 189 trading sessions.
The maximum drawdown for IYW was -81.90%, occurring on Oct 9, 2002. Recovery took 4156 trading sessions.
The current RDVY drawdown is -1.91%. The current IYW drawdown is -1.24%.
| Rank | RDVY | IYW |
|---|---|---|
| #1 | -40.60% Feb 12, 2020 - Nov 10, 2020 | -81.90% Jul 17, 2000 - Jan 24, 2017 |
| #2 | -25.33% Jan 4, 2022 - Dec 14, 2023 | -39.44% Dec 27, 2021 - Nov 20, 2023 |
| #3 | -21.94% Sep 21, 2018 - Apr 29, 2019 | -30.47% Feb 19, 2020 - Jun 5, 2020 |
| #4 | -19.11% Nov 25, 2024 - Jul 3, 2025 | -26.47% Feb 18, 2025 - Jun 24, 2025 |
| #5 | -19.07% May 21, 2015 - Aug 23, 2016 | -23.96% Aug 29, 2018 - Mar 21, 2019 |
| #6 | -10.14% Apr 30, 2019 - Jul 22, 2019 | -17.81% Oct 29, 2025 - Apr 22, 2026 |
| #7 | -9.76% Jul 24, 2019 - Oct 21, 2019 | -16.11% Jul 10, 2024 - Nov 7, 2024 |
| #8 | -9.47% Jan 26, 2018 - Aug 27, 2018 | -13.30% Sep 2, 2020 - Dec 4, 2020 |
| #9 | -9.36% Sep 30, 2014 - Nov 12, 2014 | -12.91% Apr 29, 2019 - Jul 12, 2019 |
| #10 | -9.03% Jan 29, 2026 - Apr 13, 2026 | -11.44% Feb 12, 2021 - Apr 8, 2021 |
| #11 | -8.18% Jul 31, 2024 - Aug 30, 2024 | -10.54% Jan 26, 2018 - Feb 26, 2018 |
| #12 | -7.18% Jan 15, 2014 - Mar 6, 2014 | -10.21% Mar 12, 2018 - Jun 1, 2018 |
| #13 | -6.56% May 7, 2021 - Aug 11, 2021 | -8.84% Apr 15, 2021 - Jun 11, 2021 |
| #14 | -6.07% Dec 29, 2014 - Feb 12, 2015 | -8.67% Mar 22, 2024 - May 15, 2024 |
| #15 | -6.06% Jan 17, 2020 - Feb 12, 2020 | -8.42% Jul 26, 2019 - Oct 28, 2019 |
Correlation
Correlation between RDVY and IYW is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (2004 - 2026)
RDVY vs IYW dividend yield comparison.
| Year | RDVY | IYW |
|---|---|---|
| 2026 | 0.24% | 0.03% |
| 2025 | 1.11% | 0.14% |
| 2024 | 1.64% | 0.21% |
| 2023 | 2.09% | 0.34% |
| 2022 | 2.21% | 0.50% |
| 2021 | 1.04% | 0.31% |
| 2020 | 1.53% | 0.56% |
| 2019 | 1.55% | 0.72% |
| 2018 | 1.68% | 0.92% |
| 2017 | 1.25% | 0.82% |
| 2016 | 2.07% | 1.14% |
| 2015 | 2.14% | 1.12% |
| 2014 | 1.91% | 1.13% |
| 2013 | 0.00% | 1.06% |
| 2012 | 0.00% | 0.94% |
| 2011 | 0.00% | 0.61% |
| 2010 | 0.00% | 0.43% |
| 2009 | 0.00% | 0.45% |
| 2008 | 0.00% | 0.65% |
| 2007 | 0.00% | 0.21% |
| 2006 | 0.00% | 0.14% |
| 2005 | 0.00% | 0.15% |
| 2004 | 0.00% | 1.44% |
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